This week, SW pharmaceutical and biological industry slightly lost the Shanghai and Shenzhen 300 index. From April 11 to April 15, 2022, SW pharmaceutical and biological industry fell by 1.38%, underperforming the CSI 300 index by about 0.38 percentage points in the same period. Among the three-level segments of SW pharmaceutical and biological industry, only medical equipment, hospitals, medical R & D outsourcing and in vitro diagnosis recorded positive gains, up 7.73%, 3.17%, 2.15% and 0.22% respectively; Other sectors recorded negative gains, with vaccines falling the most, down 8.11%.
This week, the pharmaceutical and biological industry had a net outflow of 1.806 billion yuan. From April 11 to April 15, 2022, the land stock connect had a net inflow of 2.878 billion yuan, of which the Shanghai Stock connect had a net inflow of 1.587 billion yuan and the Shenzhen Stock connect had a net inflow of 1.291 billion yuan. In the Shenwan industry, the net inflow of power equipment ranks first, and the net outflow of medicine and biology ranks first. This week, the pharmaceutical and biological industry had a net outflow of 1.806 billion yuan, which was slightly lower than that of last week.
Industry news. Fujian Medical Insurance Bureau issued the notice on Piloting the charging policy of pharmaceutical services in provincial public hospitals. The notice gives the specific charging standards of 15 pharmaceutical services, including drug treatment outpatient service, intravenous drug allocation fee, serum drug concentration determination, various drug abuse screening, genetic monitoring of drug guidance, multidisciplinary comprehensive outpatient service and inpatient consultation fee, which stipulates that it will be tried out for one year from July 1, 2022. To promote the resumption of work and production in Shanghai, it is required to increase the screening density, adhere to antigen testing in the morning and nucleic acid testing in the evening on both sides of the day, and strengthen the reserve of epidemic prevention materials.
Maintain the recommended rating of the industry. Recently, the local sporadic epidemic in China is still continuing, and the demand for relevant anti epidemic products is still relatively large. We should pay attention to the relevant beneficiaries. Close to the peak of financial disclosure, pay attention to the relevant stocks whose performance is expected to exceed the expected performance. A CXO company that is expected to keep a high growth in the first quarter of the first quarter is expected to be a CXO company that is expected to keep a high growth in the first quarter. A CXO company that is expected to keep a high growth in the first quarter of the first quarter is expected to keep a high growth in the first quarter. For example, a CXO company that is expected to keep a high growth in the first quarter of the first quarter. A CXO company is a CXO company that is expected to keep a high growth in the first quarter of the first quarter of the first quarter of the first quarter of the first quarter of the first quarter of the first quarter of the first quarter of the first quarter. A high growth is expected to be expected in Poten Environment Group Co.Ltd(603603) 2525259 8202), etc; Covid-19 antigen detection reagent related enterprises Guangzhou Wondfo Biotech Co.Ltd(300482) ( Guangzhou Wondfo Biotech Co.Ltd(300482) ), Zhejiang Orient Gene Biotech Co.Ltd(688298) ( Zhejiang Orient Gene Biotech Co.Ltd(688298) ), an Xu Biology (688075), Beijing Hotgen Biotech Co.Ltd(688068) ( Beijing Hotgen Biotech Co.Ltd(688068) ), Shenzhen Yhlo Biotech Co.Ltd(688575) ( Shenzhen Yhlo Biotech Co.Ltd(688575) ), Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) ( Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) ), etc; Several covid-19 vaccine pipelines are arranged, and the mRNA vaccine under development is expected to be the first approved Walvax Biotechnology Co.Ltd(300142) ( Walvax Biotechnology Co.Ltd(300142) ) in China. Medical device leader Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) ( Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) ), medical beauty leader Imeik Technology Development Co.Ltd(300896) ( Imeik Technology Development Co.Ltd(300896) ), OK mirror leader Autek China Inc(300595) ( Autek China Inc(300595) ), ophthalmic device leader Eyebright Medical Technology(Beijing) Co.Ltd(688050) ( Eyebright Medical Technology(Beijing) Co.Ltd(688050) ), etc. with relatively reasonable valuation; Chain medical leaders Aier Eye Hospital Group Co.Ltd(300015) ( Aier Eye Hospital Group Co.Ltd(300015) ) and Topchoice Medical Co.Inc(600763) ( Topchoice Medical Co.Inc(600763) ) with strong endogenous growth momentum are expected to benefit from aging in the medium term; Brand Chinese Medicine Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ( Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ), Yunnan Baiyao Group Co.Ltd(000538) ( Yunnan Baiyao Group Co.Ltd(000538) ), Beijing Tongrentang Co.Ltd(600085) ( Beijing Tongrentang Co.Ltd(600085) ), etc., whose valuation has declined and whose performance is expected to improve.
Risk tip: the demand for covid-19 antigen detection has not increased as expected, the industry competition has intensified, product price reduction, product safety and quality risk, policy risk, repeated epidemic, and the R & D progress is lower than expected.
